Clearstead Trust LLC Has $132,000 Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Clearstead Trust LLC lessened its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 44.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,334 shares of the company’s stock after selling 1,062 shares during the quarter. Clearstead Trust LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $132,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Jones Financial Companies Lllp increased its holdings in iShares Core U.S. Aggregate Bond ETF by 2.9% in the third quarter. Jones Financial Companies Lllp now owns 89,272,076 shares of the company’s stock worth $8,395,146,000 after buying an additional 2,551,739 shares during the last quarter. Raymond James & Associates raised its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% during the fourth quarter. Raymond James & Associates now owns 63,061,225 shares of the company’s stock valued at $6,258,826,000 after buying an additional 1,072,797 shares in the last quarter. US Bancorp DE lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% in the third quarter. US Bancorp DE now owns 25,936,364 shares of the company’s stock worth $2,438,642,000 after buying an additional 2,346,840 shares during the last quarter. Morgan Stanley boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.8% during the 3rd quarter. Morgan Stanley now owns 25,070,989 shares of the company’s stock worth $2,357,676,000 after acquiring an additional 440,988 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 120.7% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 18,145,366 shares of the company’s stock valued at $1,706,332,000 after acquiring an additional 9,923,920 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.5 %

AGG traded up $0.49 on Friday, hitting $96.19. The company had a trading volume of 9,146,714 shares, compared to its average volume of 10,411,634. The company’s fifty day moving average price is $96.75 and its 200 day moving average price is $96.76. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $91.58 and a 1-year high of $100.42.

iShares Core U.S. Aggregate Bond ETF Profile

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.